SETTING AND ACHIEVING YOUR FINANCIAL GOALS Make it Happen!

IDENTIFY IT!

Identify what you want to change in your life in order to better your financial self. This means looking at how you currently operate financially. Ask yourself, “What financial habits are no longer working well for me?”

1 DECLARE IT!

Turn your ‘Change’ into a ‘Goal’. This means turning your change into a declaration and it is as simple as changing a few words. The goal sets our intention. Honor yourself and use words that mean business. Words that illustrate that you ARE going to make this happen, words that show you believe in yourself. Use action words like “I will” or “I am” or “I declare” instead of “I want to” or “I don’t want to” or “I will try to”. This helps you make a strong statement that this goal will happen. Ask yourself, “What is my declaration?”

2 value IT!

Adhering to goals can be challenging for all of us. This is why it is so important to put value behind your goal. In other words, what’s the reason for pursing this goal in the first place? If our goals are based in values, we always have a touch point to keep us motivated and focused. Which of your values does this goal support?

3 break IT!

Your goal is the end point, the target. In order to hit the target, we need to take action. Action requires establishing concrete steps, so you can move towards your target. This means breaking the big goal into smaller action steps. Ask yourself, “What steps do I take to see progress?” Assigning clear, tangible actions to your goal will allow you to see progress happening. Seeing progress keeps us motivated. If your goal is big you may need to Smash it into smaller steps.

4 TIME IT!

Identifying an end point, or finish line, for your goal helps to increase your motivation to start taking action, and to stick with it. Pick a (realistic) date that you see yourself achieving your goal. It is also important to identify when you will evaluate your goal to see if it is working.

5 SUPPORT IT!

Having accountability and support can help us reach goals. You should identify who in your life will help hold you on track when it gets hard, who will encourage you, who will help to find solutions.

6 MOVE IT!

What is your first step. It is important to become action oriented, creating movement for change and not just thinking about it. Ask yourself, “What will you do before today is over?”

MAKE IT HAPPEN: GOAL SETTING

1 DECLARE IT: I will...

2 VALUE IT: What values are motivating this change?

3 BREAK IT: What steps will have to happen to make this a reality?

4 TIME IT:

How long will it take to accomplish this goal?

How long will it take to know whether or not the goal is working?

5 SUPPORT IT:

Cheerleader

Problem Solver

Tough Love

6 MOVE IT:

What am I going to do tonight so tomorrow, when I wake up, I’ve already started changing my life?